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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,562 | $123,854-97.1% | $69,623-94.9% | $145,884-97.6% |
| Participation rate | 31.6% | 69.2%-37.6pp | 66.4%-34.9pp | 80.3%-48.7pp |
| Annual return | 5.68% | 192.35%-186.7pp | 101.23%-95.5pp | 551.85%-546.2pp |
| Employer contribution / active EE | $483 | $2,673-81.9% | $1,709-71.7% | $4,662-89.6% |
| Participant deferral / active EE | $553 | $4,242-87.0% | $2,890-80.9% | $6,690-91.7% |
| Admin fee / account holder | $1,146 | $7,822-85.3% | $4,696-75.6% | $13,392-91.4% |